@Sundaresh

Sundaresh

@sundaresh

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15-Nov-2018
Hello everyone, I have started investing only the last 4 months through SIP in the following schemes and I intend to do so for atleast the next 5 years. Could anyone please let me know if the plans I am investing in are good?? I am looking to get returns of about 14-15%. I have invested in the following plans: 1. Aditya Birla Sun Life Tax Relief'96 Fund- (ELSS U/S 80C of IT ACT) - Growth-Regular Plan Invested Amount - 3,000 PM 2. Franklin India TAXSHIELD - GROWTH Invested Amount - 3,000 PM 3.Franklin India Ultra Short Bond Fund - Super Institutional plan - Growth Invested Amount -5,000 PM I am a little worried since. I see that the first two schemes I have invested in are not performing that very well over the months I have invested in Read More...
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15-Nov-2018
@sundaresh First two Funds are Pure Equity Funds which are highly risky and Recommended for 5+ years. And last one is debt fund which is recommended for 1 to 3 years, here risk is low as compared to Equities. Your all 3 funds are very good and you have started investing at correct time. In terms of Returns expecting 15% in 5 years is bit too high but not impossible. Would suggest you to expect somewhere around 12% in 5 years time frame. Shall suggest you to keep Investing in same ELSS funds and stay Invested for long term. Read More...
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